北交所科技成长产业跟踪第一期：珠海航展设立低空经济馆，北交所低空经济产业梳理

Group 1 - The Zhuhai Airshow has established a low-altitude economy pavilion, showcasing a variety of unmanned aerial vehicles and systems, providing innovative application scenarios and collaboration opportunities for low-altitude economy enterprises [1][21] - The low-altitude economy is characterized by various manned and unmanned aerial activities, driving the integration and development of related fields, with significant market potential [1][21] - The report identifies several companies in the Beijing Stock Exchange's low-altitude economy industry chain, including Weimao Electronics, Parallel Technology, and Minshida, which are involved in various aspects of low-altitude economic development [1][68] Group 2 - The overall performance of the Beijing Stock Exchange's technology growth stocks showed a median decline of 0.60% from November 11 to 15, 2024, with 65 companies experiencing an increase [2] - Notable performers included Dadi Electric (+172.72%), Wuhan Blue Electric (+62.78%), and Naconoer (+53.38%), indicating a diverse range of growth within the sector [2][3] - The report highlights the median PE ratios across various industries, with the electronic equipment sector's median PE decreasing from 50.6X to 48.2X, while the information technology sector's median PE increased from 48.4X to 57.6X [3] Group 3 - The low-altitude economy is projected to grow significantly, with the market size reaching 2.5 trillion yuan in 2022 and expected to expand to over 6 trillion yuan by 2035, driven by supportive policies and technological advancements [36][40] - The report outlines the three foundational elements for the development of the low-altitude economy in China: supportive policies, established infrastructure, and technological capabilities [37][40] - The low-altitude economy encompasses logistics, urban transportation, emergency rescue, and other sectors, indicating its broad service scope and long industrial chain [36][40]